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Upturn AI SWOT - About
iShares Russell 2000 ETF (IWM)
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Upturn Advisory Summary
03/27/2025: IWM (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.44% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 30624319 | Beta 1.16 | 52 Weeks Range 189.17 - 243.71 | Updated Date 03/28/2025 |
52 Weeks Range 189.17 - 243.71 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Russell 2000 ETF
ETF Overview
Overview
The iShares Russell 2000 ETF (IWM) seeks to track the investment results of the Russell 2000 Index, which represents small-cap U.S. equities. It provides exposure to a broad range of smaller companies in the U.S. equity market, offering diversification across sectors.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for its ETF offerings and track record.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, leveraging its global resources and research capabilities.
Investment Objective
Goal
To track the investment results of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: Tracks a specified index, the Russell 2000 Index.
Composition Primarily stocks representing small-cap U.S. companies.
Market Position
Market Share: IWM holds a significant market share in the small-cap ETF segment.
Total Net Assets (AUM): 56.89
Competitors
Key Competitors
- Vanguard Russell 2000 ETF (VTWO)
- Schwab Fundamental U.S. Small Company Index ETF (FNDA)
- SPDR Portfolio Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several providers offering similar exposure to the Russell 2000 index. IWM's advantage lies in its large AUM and high liquidity, but VTWO offers a lower expense ratio. FNDA offers a fundamentally weighted approach, while SPSM provides a low-cost option.
Financial Performance
Historical Performance: Historical financial performance data is available from the fund's official website or financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the Russell 2000 Index.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
IWM has high liquidity with a high average daily trading volume, enabling ease of trading for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation can impact small-cap stock performance. Sector growth prospects and investor sentiment towards small-cap companies also play a crucial role.
Growth Trajectory
The growth trajectory depends on the overall economic environment and the performance of small-cap companies, with potential for higher growth compared to large-cap stocks but also higher volatility.
Moat and Competitive Advantages
Competitive Edge
IWM benefits from BlackRock's strong brand recognition and its first-mover advantage in the Russell 2000 ETF space. Its large AUM provides economies of scale, leading to lower tracking error. The ETF's high liquidity makes it attractive to institutional investors and active traders. IWM's long history provides extensive performance data for investors to analyze. A broad range of options are also available for traders.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, which can result in higher price fluctuations for IWM.
Market Risk
The fund is subject to market risk associated with small-cap equities, including economic downturns, industry-specific challenges, and company-specific risks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to small-cap U.S. equities for diversification or growth potential, particularly those comfortable with higher volatility.
Market Risk
Suitable for long-term investors seeking growth, as well as active traders looking to capitalize on short-term price movements.
Summary
The iShares Russell 2000 ETF (IWM) is a well-established ETF providing access to small-cap U.S. equities. It offers diversification benefits, but with higher volatility. BlackRock's strong brand and the ETF's high liquidity contribute to its popularity. Investors should consider their risk tolerance and investment goals before investing in IWM. The ETF is a useful tool for investors seeking exposure to small-cap U.S. equities.
Similar Companies
- VTWO
- SCHA
- SPSM
- IJR
- XSLV
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are subject to change and may impact the ETF's performance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell 2000 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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